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Categories are how you organize your transactions: they drive the spending charts, the budgets, and the assistant’s answers about where your money goes. guito starts you off with a default set, but the list is yours: you can create your own, rename existing ones, group them however you like, and delete the ones you don’t use. There’s no limit and no extra cost.

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Create a category

There are two ways, and both give the same result.

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From a transaction

This is the fastest one when you’re classifying a transaction and the category you want doesn’t exist yet.
1

Open the category picker

In Transactions, click a transaction’s category in the list itself, or open the transaction and click the Category field.
2

Type the name you want

The list filters as you type. If no category matches that name, a Create ”…” option appears at the end of the list.
3

Confirm the group and the icon

A small form opens with the name already filled in. The icon is suggested from it, and the Group field is pre-selected to match the transaction you were on (expense or income): confirm it or pick another. You can also write the AI note here.
4

Save

The category is created and assigned to that transaction right away. It’s also available for every other one from then on.
The group you pick decides the category’s color and how it rolls up in the summaries. You can move it to another group later.

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From settings

Use this one when you want to set up several categories at once, or organize the groups.
1

Open categories

Click your name at the bottom of the sidebar and choose Categories. (You can also get there via Preferences, on the Categories tab.)
2

Pick the tab

Expenses or Income, depending on the kind of category you’re creating.
3

Add the category to a group

In each group, use Add category, type the name, and save.
The icon is suggested from the name you type, and you can swap it at any time. Color isn’t picked per category: it comes from the group it belongs to, so categories in the same family read together in the charts.

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Organize into groups

Groups are the layer above categories: Essential expenses, for instance, holding Housing, Groceries and Transport. They give the list its color and order, and summaries are aggregated by group. In Categories you can:
  • Create a group with Add group, choosing the type (expense or income) and the color.
  • Change a group’s color, which changes the color of every category inside it.
  • Drag a category to another position or to another group. You can also do it from the category’s ⋯ menu, under Move to.
A group can only be deleted once it’s empty. Move or delete the categories still inside it first.

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Help the AI categorize better

Each category has an optional description field where you can write examples or notes: on Groceries, for example, “Pingo Doce, Continente, Lidl”. guito uses that note when it automatically classifies incoming bank transactions, so it’s worth filling in on categories you created yourself, whose names may not be self-explanatory. Your custom categories count exactly like the default ones: see Automatic categorization for how guito picks between them and how it learns from your corrections.

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Edit and delete

To rename, change the icon, or write the AI note, use Edit in the category’s ⋯ menu. To delete, use Delete in the same menu. If the category is still used by transactions of yours, guito tells you how many and asks which category to move them to. That way no transaction is left unclassified because of a deletion. Deleting is permanent: a default category you remove doesn’t come back on its own. If you need it again later, create it with the same name.
Some categories are marked required. There’s one per type, it’s where transactions that don’t belong anywhere else end up, and so it can’t be renamed or deleted.

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In the mobile app

All of this exists in the app too: Profile → Settings → Categories has the same list, with the same groups and the same actions. And when you classify a transaction, the category picker likewise offers to create a category with the name you typed into the search.

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Frequently asked questions

There’s no limit, and custom categories don’t depend on your plan. That said, very long lists make charts hard to read: if you find yourself with dozens of categories, merging the similar ones usually pays off.
No. The transactions stay; what changes is the category they’re classified under. If the category is in use, guito first asks you where to move those transactions.
The color always comes from the group. To change a category’s color, change the group’s color or move the category to another group.
No. The categories you create and the names you give them stay in your account only.

Automatic categorization

How guito picks each transaction’s category and learns from your corrections.

Transactions and cash flow

View, filter and classify your bank transactions.

Budgets

Set spending limits per category and track the month.

AI assistant

Ask about your spending in natural language.